Embed Size (px)
Citation preview
Octobber 2012
Taasktra
Curre
Page 1 of 5
ack Us
ent Software Re
51
ser M
evision to V3.23
anua
3
l
Octobber 2012
1.
2.
3.
4.
5.
6.
7.
8.
9.
10
11
12
13
Introducti
Installing t
Setting up
Setup Com
Understan
Entering a
Entering a
Creating a
Generatin
. Inserting a
. Ordering M
2. Using task
. Support
ion into som
the softwar
p Tasktrack
mplete, gett
nding the M
a Customers
a Project int
a Quotation
ng an Invoic
a Payment an
Materials
ktrack remo
me of tasktr
re
for the first
ting your fir
Main Screen
s details int
to Tasktrack
e
nd closing a
otely
Page 2 of 5
rack’s featu
t time
rst licence
Layout
to Tasktrack
k
project
51
res
k
Octob
1
ber 2012
1.0 Introd
Tasktra
The sysand wi
Some o
PLUS A
You wiso. Cur
This mit may
duction to
ack is a softw
stem is desigll build up yo
of the key au
Holds all ofEasy to reaDiary compProjects noProjects noInvoices, qAny customMaterials lwholesalerAll invoicesAll quotatioVAT calculaPrint off yoTasktrack gyour PDA/SCalculates Regular auyour data Access the Generate speriods to Regular up
Access the sy
ll need to parrently we of
anual is intebe a useful r
o Task Tra
ware package
gned to be inour quotatio
utomated sys
f your customad main screepiled with woot yet invoiceot yet quoteduotes and remers not payists are autors with a clicks generated ons, invoicesations are geour invoice sgenerates PDSmart phoneyour CIS dedtomated bac
system overstatistical repensure you c
pdates provid
ystem online
ay for an annffer two type
nded for usereference un
ack
e developed
ntuitive and hns and invoi
stems within
mers contacten indicates orks listed oned are listed d are highligeceipts can bying within yoomatically gek of a buttonare tracked ts and paymeenerated autummaries foDF documente. ductions payckups of you
r multiple PCports for youcapture onlyded free of c
from anywh
nual licence tes of licence,
ers that haventil you beco
Page 3 of 5
for smaller b
have a good ces quickly a
n tasktrack in
t informatiokey businesn a day to dafor your attehted to ensube printed in our term perenerated andn to ensure yoents receivedtomatically or your accouts listing all o
yments from ur data for st
Cs on your neur accountany the informaharge
here if that’s
to operate th, one with su
e not used tame more fam
51
businesses to
logical workand simply w
nclude:
n in one cents tasks to unay basis ention to enure they donpdf format oriod are listed can be orde
ou are paid bd are automa
untant in EXCof your custo
your invoiceorage on a b
etwork (if sont in EXCEL oation you ne
what you w
he installatioupport and o
asktrack and miliar with th
o track their
k flow. It holdwith the temp
tral location ndertake
sure you don’t become ovor emailed ded for chequeered or price
y your custoatically listed
CEL format aomers and liv
es backup drive,
ftware is avar printable foed.
ant!
on software ifne without,
are unfamilihe software.
r projects.
ds all your cuplate genera
n’t delay invverlooked directly from e chasing es requested
omers on timd with dates s
at the click ofve projects fo
, ensuring yo
ailable on a sormat with s
f you haven’it’s your cho
iar with the i
ustomer detation system.
oicing
the system
from your
me sent/receive
f a button or storing on
ou don’t lose
server) selectable da
’t already dooice!
nitial setup
ails .
ed
n
e
ate
one
but
Octob
2
2
2
ber 2012
2.0 Instal
2.1 Down l
a link t
2.2 Run th
Fig 1
lling the T
load the inst
o tasktrack i
e installation
Tasktrack
taller from o
s available fr
n, which will
software
ur website a
rom the hom
open the fo
Page 4 of 5
t www.clayd
me page.
ollowing wind
51
dons.org
dows:
Octob
2
2
ber 2012
2.3 Make a
change
Fig 2
2.4 Read a
Fig 3
a note of the
e these detai
nd accept th
e default logi
ils a little late
he terms and
in details, yo
er.
d conditions t
Page 5 of 5
ou will need t
to continue
51
this later onc
the installat
ce you have
ion
set up tasktrrack. You can
n
Octob
2
ber 2012
2.5 Enter t
Fig 4
Note: Y
Genera
New in
the Registrat
You do not h
ally the Insta
nstalls sent d
tion code to
ave to enter
allation Regis
directly from
enable the in
this code for
stration is on
tasktrack do
Page 6 of 5
nstaller to ru
r any future
nly required f
o not require
51
un (enter cod
software up
for software
this section
de as shown)
dates.
downloaded
to be comple
):
d online.
eted.
Octob
2
ber 2012
2.6 Tasktra
Fig 5
and wh
Fig 6
ack now conf
here the soft
firms the spa
tware is goin
ace requirem
ng to be insta
Page 7 of 5
ments it is go
alled
51
oing to use (nnot much!)
Octob
2
ber 2012
2.7 The ins
Fig 7
During
Users d
Fig 8
staller will th
g this process
don’t need to
hen proceed
s, the server
o do anythin
to install the
will install a
ng at this stag
Page 8 of 5
e software
nd start up i
ge, this wind
51
ts services.
dow will auto
o close when
n it has comppleted.
Octob
2
ber 2012
2.8 Once a
Simply
You ha
Fig 9
Next, w
Fig 10
all the service
enter next t
ave now insta
we need to s
not used
es have been
then EXIT on
alled tasktra
et up the sof
n installed, y
the proceed
ck!
ftware for yo
Page 9 of 5
you will recei
ding screen.
our first use.
51
ve the follow
.
wing dialog b
box.
Octob
3
3
3
ber 2012
3.0 Settin
3.1 When yyou tha
3.2 Before‘CLICK
Fig 11
ng up Task
you have coat you need
you can liceHERE TO STA
k Track fo
mpleted theto licence th
ence tasktracART THE CON
or the first
installation,his copy of ta
ck, you must NFIGURATIO
Page 10 of
t time
, the followinasktrack to a
enter your uON PAGE’ bu
51
ng screen shctivate it.
user details btton.
ould appear
by clicking th
r automatica
he
lly, instructin
ng
Octob
3
ber 2012
3.3 The co
3.3.1
3.3.2
3.3.3
nfiguration p
General C
Payment
Advertise
Address
Project B
Email Set
Images
Key Categ
A list of fu
General Co
The Genera Your CompThe name oThe name y(leave blanYour conta
These detaaccurate.
Payment T
Invoice VAMaterial VAFuel VAT raCIS Rate yoCompany CLate PaymePayment TCurrency yo These setti
Advertisem
Every quotpayment wrecommenquotations
page (the Se
Configuration
Terms
ement
ook Backup
tup
gory Services
urther settin
onfiguration
al configurat
pany Name of the Directyou wish cusnk if it’s the sact details
ails will build
Terms (see Fig
T Rate at whVAT Rate for mate the curreou have to deCredit periodent Terms asTypes (ie Cheou use (curre
ings will be u
ment (see Fig
tation you sewindow. This ded by or bos if the ‘Show
tup Menu) is
n
Location
s
ngs
(see Fig 12)
tion will need
tor or Propriestomers to pasame as the C
up your pro
g 12)
hich you charmaterials puent rate fuel educt for CISd (the time yos appearing iques, Paypaently UK Pou
used to gene
g 12)
end is capablis intendedodies you bew Advertisem
Page 11 of
s split into se
d you to ent
etor of the Coay cheques tCompany na
ofile for invoi
rge VAT (if VAurchased, VAT purchasS contractingou allow cusin the Termsl, BAX) und, Euro, or
erate your qu
e of having ato be used telong to. Anyment on Quot
51
everal sectio
er all fields.
ompany to ame)
ices and quo
AT Registere
sed is chargeg (if CIS registtomers to pas and Conditi
r Dollar)
uotations, inv
a four line ado let customy informationtes’ box is tic
ns
tations so m
ed) otherwise
ed tered, otherway) ons
voices, expen
dvertisementmers know whn completed cked.
make sure the
e set to ‘0’).
wise set to ‘0
nse account
t displayed nho you may here will on
ey are
0’)
.
next to the be ly appear on
n
Octobber 2012
Fig 12
Note: H
Hover your mmouse over aany question
Page 12 of
mark to reve
51
eal more infoormation on
the item
Octobber 2012
3.3.4
3.3.5
3.3.6
Address (se
These detadocumenta Address ‐ T(Payments different adTelephone/NICEIC andCompany R
Project Boo
Tasktrack g
copy or im
your impor
Tasktrack a
be set to a
directory. T
Address Bo
Projects Bo
Database B
Note: Taskt
required. Y
as you pref
Email Setu
Tasktrack iuse your owwhich is fo
To find yousettings. Yousername a
YOU MUST
ee Fig 14)
ails will appeation that ta
The address ywill be sent ddress (see f/Email – Ented VAT Reg – AReg Details –
ok Backup Lo
generates an
port into mo
rt folder or d
also backs up
location of y
This backs up
ook Location
ook Location
Backup Locat
track also ge
You can set t
fer.
p (see Fig 14
s preconfiguwn settings fund on your
ur mail settinou will need and passwor
T change the
ar at the heasktrack prov
your companto this addrefig 12)) er your compAdd any regis– Add your co
ocation (see
n up to date P
obile devices
desktop as re
p the databa
your choice.
p all settings
– Set a locat
– Set a locat
tion – Set a l
enerates a st
he backups t
4)
red with deffor your own desktops ST
ngs, open youyour internerd.
email from s
Page 13 of
ad of all invovides.
ny office resiess unless ‘Pa
pany phone stration numompany regi
Fig 14)
PDF docume
s. Simply cha
equired. Thes
se (manually
Otherwise,
s, users, invo
tion for a PD
tion for a PD
ocation for y
andby Backu
to be manua
fault email sen security. YoTART>Progra
ur email softet service pro
setting to yo
51
oices, quotati
ides ayment type
numbers anmbers, VAT nstration num
ent of all live
nge the loca
se files will a
y or automat
it will be bac
ices and wor
DF version of
DF version of
your backup
up above the
ally reminded
ettings for yoou can test yams>Tasktrac
tware (ie Outoviders SMT
our own ema
ions, statem
es in section 3
d email addrumbers etc.
mber etc.
projects and
tion of the f
always be ge
tically). The s
cked up to th
rks that taskt
your addres
your addres
file to be sav
e configurabl
d or automat
ou to use, buour settings ck>Tools>Ma
tlook) and reP address, yo
ail address.
ents and oth
3.3.2 is confi
ress
d all custome
files to be ge
nerated auto
setting of th
he ‘C:/SERVE
track record
ss book
ss book
ved.
le file for its
ted every 7,
ut you are enby using theail test.
eview your aour email ad
her
igured with a
ers for you to
nerated to
omatically.
is backup ca
R/BACKUP’
s.
own use if
14 or 28 day
ncouraged toe ‘Mail test’ l
account ddress, SMTP
a
o
n
ys
o link
P
Octobber 2012
3.3.7
3.3.8
Images (se
Tasktrack iyour tasktr
All images (System logyour invoicthe size ind
Sys
Inv
Em
Lef An examplillustrated Users can rdown boxe We can gen
F
Key Catego
Tasktrack’sduring the categories type.
Please noteyou will losdatabase, y
e Fig 14)
s allows yourack home sc
can be uploago, Invoice loces) by selectdicated besid
stem logos m
voice logos m
mail logos mu
ft and right l
e of an invoiin fig 13 belo
revert to thees within this
nerate your
. Fig 13
ory Services (
s main screecreation of qhave been p
e: Once you se access to you will no lo
to customiscreen with yo
aded via thisogo, Email loting one of tde the butto
must be 600x
must be 600x
ust be 600x6
ogos must b
ice with the tow.
e default logos section. (se
images for y
(see Fig 14)
n utilises a sequotations (dprovided, but
have startedall templatesonger see th
Page 14 of
se your printour own com
s console; simogo, or imagehe button chn and be pro
x60 pixels (o
x60 pixels (on
0 pixels (on
be 117x53 pix
top Invoice lo
os or text logee fig 14)
you for a sma
et of drop dodesigned to t these can b
d populatings in that partem).
51
ed documenmpany logo /
mply select wes to the lefthoices. Thenovided in PN
n blue backg
n white back
white backg
xels (on whit
ogo, and Left
gos by select
all fee, please
own menus fspeed up thebe changed f
the templatticular categ
nt headers, e/ banner.
what you want or right of yselect your G format ON
ground)
kground)
round)
te backgroun
t and Right lo
ing which im
e use the con
for key itemse quoting prfor anything
tes, if you altory (though
email header
nt the imageyour banner image (whicNLY.
nd)
logos in use h
mage to use f
ntact us tab
s of materiarocess). A serto suite you
ter any key cthey are stil
rs and even
e to be used at the top ofch MUST be i
has been
from the dro
in setup
ls to be pickeries of defaur business
category naml stored in th
for f n
op
ed lt
me, he
Octobber 2012
Fig 14 Note: H
Hover your mmouse over aany question
Page 15 of
mark to reve
51
eal more infoormation on
the item
Octobber 2012
3.3.9 Further Set
Tasktrack Bfor it to aut
Enable PayCreate a papayments ynumber int
Enable Autitself up on
Enable ‘Accacceptancequotationsgenerated to simply s
Enable Cusyour custoproject if thticked.
Print TermsQuotationswith your s
Enable Legnon PDF inissues with
Statementscustomer wwith any geincludes pa
ttings (see Fi
Backup warntomatically b
ypal Support aypal accounyou will be gto this box to
tomatic Backn the periods
cept Project e / 7 day coos issued by emwill indicateign and send
stomer Feedbmers and wihis box is tick
s and Condits and Invoicesettings.
acy Mode – voices, emaih PDF docum
s – All tasktrawithin 60 dayenerated invayments, cur
ig 15)
ning – Set theback itself up
– Tasktrack nt and setup given a Paypao activate th
kup of Tasktrs set in ‘Taskt
7 day cool ofol off documemail or print the project d back to you
back Facilityll ask you to ked. It will al
tions with alles to be sent
Having probils, address aentation cre
ack invoices ys or there isvoice. This derrent invoice
Page 16 of
e period thatp (depending
can automatautomated al Transactioe Paypal fea
rack – Tickingtrack Databa
ff’ Documenent (which isted. Ticking tvalue, descru.
– Tasktrack complete thlso generate
l Quotations t with a full p
blems? This sand project beation.
(where mors an outstandetails all tranes due and ov
51
t tasktrack wg on the sett
tically send cpayments. Oon Referenceture on all e
g this box wiase Backup W
t – Tasktracks a statutory his box enabription of wo
can generatehis informati a Feedback
(including Empage terms a
setting uses ubooks. It is in
re than one iding invoice)nsactions outverdue paym
will either remings below)
customers toOnce you hav for that tranmails sendin
ll cause tasktWarning’ dro
k can automarequirementbles this featrks, site add
e a report ofon on enteriform with a
mails) – Ticknd condition
unsupportedntended for u
nvoice and c) will generattstanding or ments.
mind you to
o Paypal via tve setup autonsaction. Simng invoices to
ktrack to autoopdown box.
atically genet in the UK) wture. The docress etc for t
f all feedbacking your payll invoices if
king this box ns, set up spe
d settings thause only if yo
credit has bete a statemeunder 60 da
back it up or
their emails.omated mply type thio customers
omatically ba
erate a projecwith all cument the custome
k received frment for eacthe box is
will enable aecifically in li
at generate our PC has
een sent to thent of accounys old and
r
is .
ack
ct
er
rom ch
all ine
he nt
Octobber 2012
Fig 15
Once yUPDAT
You caSET UP
Note: Hove
you have coTE DATABA
an return toP button in
er your mous
ompleted enSE button t
o these settithe top righ
se over any q
ntering all oo save your
ings at any ht corner of
Page 17 of
question mar
of your settr new settin
time once yf the main s
51
rk to reveal m
ings and arengs.
you have loscreen.
more informa
e SURE they
gged into ta
ation on the
y are all cor
asktrack by
item
rrect, hit the
going to th
e
he
Octobber 2012
4.0
4.01 Nty
T
T1f
To
P
Ic
Fig 16
Comple
Now you havthe licence eyour new lice
The simplest
The Green su12 months sfrom your ex
The Red licenoption will o
Payments via
If you don’t wcheques are
eted Setup
ve updated yexpired screeence via Pay
t method of
upport and nupport alongxisting comp
nce without offer you no s
a PayPal are
want to use accepted, b
p
your settingsen requestingyPal.
payment is v
new licence kg with FREE gany logos.
support optsupport.
free and you
PayPal, pleaut licences w
Page 18 of
s, you now ag you enter a
via PayPal. Si
key option isgeneration o
tion is the mo
u do not nee
se contact uwill only be is
51
re ready to ga new code i
imply click o
s the more exof your comp
ore cost effe
ed to have an
s for alternassued once p
generate youif you have b
ne of the ‘Bu
xpensive licepany banner
ective way to
n account to
tive paymenpayment has
ur licence anbeen sent on
uy Now’ butt
ence but profor use on y
o licence task
use it.
nt methods (s cleared).
d should seene or pay for
tons.
vides you wiyour docume
ktrack but th
BAX or
e
ith ents
is
Octobber 2012
4.02
Fig 17
Once y
Fig 18
Here is a tyaccount, of
you have paid
ypical PayPalffers you a w
d, PayPal wil
l payment paway to pay by
l confirm yo
Page 19 of
age, requesty credit card
our order and
51
ing your logi securely.
d transfer yo
n or if you d
u back to tas
don’t have a
sktrack.
PayPal
Octobber 2012
Tasktra
Fig 19
You wi
Fig 20
ack will then
ll need to im
generate yo
mport the new
our licence co
wly generate
Page 20 of
ode automat
ed key by clic
51
tically
cking the IMPORT NEW L
LICENCE KEY button
Octobber 2012
You sh
Fig 21
Once yactivat
ould then re
you have comted. You will
eceive confirm
mpleted yourthen automa
mation that
r payment anatically be se
Page 21 of
your licence
nd have impent to the Ta
51
e has been ac
orted your nasktrack login
ccepted
new licence kn page.
key, tasktrack will be
Octobber 2012
You are
Default
Default
We recgoing i
You caaccoun
Fig 22
WELCO
Please
e now loggin
t Username
t Password :
commend asinto SETUP a
n then creatnt for your o
OME TO TASK
use the mai
ng in to Taskt
: Database
Password
s soon as youand clicking U
te your own own security
K TRACK!
n manual fo
track for the
u login, thatUPDATE ACC
account, log.
r details on h
Page 22 of
e first time, u
t you set up yCOUNT.
g out, login i
how to opera
51
using the defa
your own ac
in your new
ate the syste
ault usernam
ccount usern
account and
em.
me and passw
name and pa
d then DELET
word
assword by
TE the defau
ult
Octobber 2012
5.0
5.01
Clicking
Clicking
Clickingupdate
The puchooseuseful chasing
Clicking
Fig 23
Understa
The tasktra
This screen
1. All ove2. Outsta3. Works4. Diary 5. Add n
g any blue q
g any green
g any green e any payme
urple hour glae (the projecif you have dg the money
g any numbe
anding th
ack main scre
n gives you a
erdue invoiceanding quotas that are colisting all woew custome
uestion mar
plus symbol
pound symbnts received
ass symbol at will disappdone chequey.
er on the dia
e main sc
een is the fir
n instant ove
es (not paid ations to pricmplete (exceorks for the dr, new proje
k symbol wil
will take you
bol will take y or review th
allows you toear from thee chasing and
ry will chang
Page 23 of
creen
rst screen yo
erview of th
within your ce are listed eed their diaday, works arect, search or
ll provide yo
u to the proj
you to the pahe quotation
o extend the e list until it rd don’t want
ge the diary
51
u will encou
e status of a
agreed termbelow this in
ary time) are re provided wr add expens
u more infor
ect editor to
ayment sectns/invoices se
invoice termreaches the nt to be bothe
of events be
nter when y
ll live works
ms) are listed n green (see highlighted with start anses buttons (
rmation on t
o amend the
ion for that pent for this p
m on that pronew extendeered by the o
low it (show
you login to t
at a glance.
in red (see ffig 23) for invoicingnd end dates(see fig 23)
the project
project pric
project to enproject to th
oject for the ed time deadover due war
wing work for
ask track.
fig 23)
g (see fig 23)(see fig 23)
e and detail
nable you to e customer.
period you dline). This isrning after
r that day).
s
Octobber 2012
5.02
A.
B.
C.
D.
The top of
Lists all cus
review the
Will autom
project you
project (se
The home
The main o
Ent
Ent
You
ano
Ent
Pet
rep
Ma
wit
tas
Con
Pri
eit
Ent
pay
acc
Sat
cus
PRO
the main scr
stomers that
projects for
matically chan
u want to rev
e fig 23).
button will r
options drop
ter New Cus
ter New Proj
u will be pro
other one of
ter a New Su
tty Cash Led
ports can be
aterials to or
th materials
sktrack.
ntractors An
ice Update is
her by a blan
ter Expenses
yment. This f
countant.
tisfaction Su
stomers that
O number in
reen is the m
t have a live o
r (see fig 23).
nge to list all
view. The ma
return you to
down box li
tomer into T
ject into Tas
mpted to se
f the specific
upplier into T
dger to recor
produced in
rder lists all p
listed within
n area where
s a facility to
nked rise acr
s Tasktrack c
facility is for
urvey provide
t have sent b
n the box and
Page 24 of
main project
or multiple l
.
l live projects
ain screen w
o the home s
ists key optio
Tasktrack (th
ktrack (the s
elect the cust
customers p
Tasktrack (w
d any minor
ndependently
projects whi
n their make
e you can cre
revise any t
ross all prices
can calculate
entering yo
es you the op
back feedbac
d complete t
51
selection ba
ive projects.
s for the cus
will change to
screen at any
ons(see fig 23
e same as th
same as the b
tomer the pr
projects ope
wholesalers e
spends (this
y for your ac
ch are within
up can be em
eate a directo
emplates yo
s, or individu
your profit a
ur expenses
pportunity to
ck independe
the results pr
r. Please refe
Select the c
tomer select
o show the w
y time(see fig
3) :
he button on
button on th
roject refers
n already.
tc)
s is NOT linke
countant)
n one week o
mailed to wh
ory of your s
u have creat
ually as you r
and loss as w
which can la
o enter satisf
ently of any i
rovided by th
er to fig 23 f
customer you
ted. Simply s
work/job deta
g 23)
n the main sc
he main scree
to first, unle
ed to the acc
of starting. A
holesalers di
ubcontracto
ted, and upd
require.
well as calcul
ater be print
sfaction surve
invoices. Sim
he customer
for reference
u wish to
select the
ails for this
creen)
en)
ess you have
counts but
Any projects
rectly from
ors
date their pri
ate your VAT
ed off for yo
ey results fo
mply add the
r.
e.
ces
T
our
r
Octobber 2012
E.
The Report
Cu
Sup
Cu
pe
Liv
Clo
rem
Pe
Sea
pro
Int
be
the
Cu
are
the
Sup
wit
Exp
dat
Exp
wit
yo
Pro
rec
ret
Ple
ab
are
ts drop down
ustomer Dire
pplier Direct
ustomer Tran
riods you sp
ve Projects w
osed Projects
moves data s
nding/Overd
arch Tasks w
ojects and cu
troductions w
en. This info
e informatio
ustomer Satis
e performing
em to be gen
pplier Trans
thin date pe
pense Repor
te periods yo
pense Repor
thin date pe
ur accountan
ofit/VAT rep
corded in the
turn.
ease note tha
out your exp
e entered be
n box lists th
ctory allows
tory allows y
nsaction Rep
ecify. These
will detail all l
s will detail a
so you can a
due invoices
will search ba
ustomers
will enable y
rmation is co
n accurately
sfaction will
g based on th
nerated (see
action Repo
riods you spe
rt (detailed)
ou specify. T
rt (not detail
riods you spe
nt.
port provides
e expenses a
at tasktrack
penses if you
efore using th
Page 25 of
he reports yo
you to searc
you to search
port will deta
can be print
live and unp
all projects t
lways review
s will list all it
ack through
you to review
ollated when
y if you want
provide you
he feedback
SETUP>CON
ort will detail
ecify
provides you
This search w
led) provides
ecify. This se
s a profit and
area. If you a
records all in
u don’t enter
his report.
51
ou can gener
ch your custo
h your suppli
ail all transac
ted off for yo
aid projects
hat have bee
w old project
tems that are
all tasks crea
w where the
n you enter n
this report t
u statistics on
forms they c
NFIGURATIO
any supplie
u a list of all
will drill down
s you a list o
earch can be
d loss breakd
re VAT regis
nvoice transa
r them prope
ate (see fig 2
omers detail
iers details
tions you ha
our records o
currently ru
en complete
ts for future
e unpaid and
ated within a
best place yo
new custome
to be correct
n how well yo
complete, so
N) and send
r transaction
expenses yo
n to specific r
f all expense
printed out
down of all In
tered it will
actions autom
erly. It is imp
23)
ls
ave complete
or your accou
nning
d. Tasktrack
reference at
d/or overdue
all quotation
ou have adve
ers to tasktra
t!
our custome
o make sure
them out!
ns you have r
ou have reco
requested in
es you have r
for your rec
nvoiced sales
also calculat
matically bu
portant that
ed within dat
untant.
never
t a click.
e
s across all
ertised has
ack so record
ers think you
you enable
recorded
rded within
nformation.
recorded
cords or for
s and Materi
te your VAT
t cannot kno
all expenses
te
d
ials
ow
s
Octobber 2012
F.
Note: T
as any
and da
The top
Auto lo
reverti
home s
The SETUP
Th
Up
Ma
Up
Vie
Re
Co
Sen
Re
Ma
Tasktrack do
updates are
ata will not b
p right hand
ogout as the
ng to the log
screen, so if
, LOGOUT, B
e SETUP but
pdate your se
anually Back
pdate your A
ew the user l
eview the Tas
ntact Us
nd your cust
ead a copy of
anually chec
oes automati
issued. You
e affected by
corner of th
name sugge
gin screen. T
you are wor
BACK buttons
tton will take
ettings
kup or Resto
Account login
logs to revie
sktrack softw
tomers a new
f this manua
ck for update
cally check f
are strongly
y upgrades.
he screen ind
ests, indicate
his timer is r
rking for long
Page 26 of
s and auto lo
e you to the S
ore Tasktrack
n, add new u
ew who logg
ware revisio
wsletter via
al (Also avail
es
for updates e
y advised to u
dicates the cu
es the time re
reset back to
g periods the
51
ogout (see fig
SETUP menu
k
users or chan
ged in to task
on history
lable via STA
each time yo
update when
urrent versio
emaining un
o one hour ev
e system will
g 23)
u where you
nge passwor
ktrack
ART>PROGRA
u login and w
n they becom
on of tasktrac
til tasktrack
very time the
not log you
can choose
rds
AMS>TASKT
will notify yo
me available
ck.
logs you out
e system ret
out unneces
to
TRACK>TOOL
ou in this are
. Your setting
t automatica
turns to the
ssarily.
LS)
ea
gs
lly
Octobber 2012
6.0
6.01
Entering
To enter a
the New Cu
The Insert
*Ente
Add an
want t
Comp
*Invoi
Mobile
*Selec
enter
Enter
Select
only v
Select
visible
Select
only v
Select
which
Enter
*Please no
be added t
When you
button.
You will au
g a custom
customer in
ustomer Pro
new Custom
r your Custo
ny invoice co
to direct the
any name if
ice Address a
Address
e, *Telephon
ct who introd
a new name
any notes ab
whether yo
isible if you e
whether yo
e if you enab
whether yo
isible if you e
whether yo
you need to
the Project A
te, the items
o the databa
are happy yo
tomatically b
mer’s deta
to tasktrack,
ject button o
mer window w
mers Compa
ontact name
invoice to so
left blank.
and Post Cod
ne and Office
duced them
e). The list wi
bout this cus
u want taskt
enabled this
u want taskt
led this featu
u want taskt
enabled this
ur customer
o deduct CIS
Address if it d
s highlighted
ase without t
ou have ente
be forwarde
Page 27 of
ils into ta
, either use t
on the home
will appear (
any Name or
e (generally if
omeone in t
de
e Number (if
to your com
ill gradually g
stomer
track to print
s feature in th
track to print
ure in the SE
track to print
s feature in th
r is a CIS regi
within the S
differs from
d are mandat
these fields
ered the cust
d on to the i
51
sktrack
the Main Op
e screen (5 o
see fig 24).
r their name
f you are usi
he company
f available)
mpany from t
grow as your
t acceptance
he SETUP>CO
t feedback fo
ETUP>CONFI
t acceptance
he SETUP>CO
stered contr
ETUP>CONF
the Invoice A
tory. The dat
being compl
tomers deta
insert Projec
tions Dropdo
n fig 23).
ng a compan
y). This will au
he drop dow
r customer d
e forms on th
ONFIGURATI
orms on thei
GURATION s
e forms on th
ONFIGURATI
ractor (ensur
IGURATION
Address
tabase will n
eted
ils correctly,
t window.
own box (D o
ny name, you
uto fill as yo
wn list (or clic
database exp
heir Quotatio
ION settings
ir Invoices (t
settings)
heir quotatio
ION settings
re you have s
settings)
not permit th
, click the Ins
on fig 23) or
u may also
ur Customer
ck NEW to
pands.
ons (this box
)
his box is on
ons (this box
)
set the rate a
he customer
sert Custome
hit
rs
x is
ly
is
at
to
er
Octobber 2012
Fig 24
Page 28 of
51
Octobber 2012
7.0
7.1
Fig 25
Entering
If you have
selected ag
customer w
the project
or search t
Select the c
g a Project
e entered a n
gainst your n
who has no l
t to be assoc
hem (see fig
customer an
t into Task
new custome
new project.
ive projects
iated with. T
g 25).
d then enter
Page 29 of
ktrack
er into the da
However if y
at the mome
To do this, ei
r the project
51
atabase you
you are ente
ent, you mus
ther select t
t information
will automat
ring a new p
st first select
he customer
n (See fig 26)
tically have t
project for an
t the custom
r from the dr
).
the custome
n existing
er you want
rop down list
er
t,
Octobber 2012
7.2
Fig 26
Once y
Enterin
either t
Once you h
(fig 26)
Enter your
Site Addres
list all prev
Site Contac
Site Teleph
Date the w
Enter any n
Select whe
Add a proje
you have fini
ng this will au
the green ‘P
have selected
project nam
ss (if you hav
vious sites yo
ct Name
hone Number
works are due
notes about
ther the proj
ect over view
shed enterin
utomatically
ending Quot
d the custom
me
ve had a proj
ou have work
r
e to commen
the project
ject is Zero V
w (this will au
ng the projec
y forward you
tations’ box o
Page 30 of
mer, you can
ject at this a
ked at for thi
nce and comp
VAT registere
uto copy from
ct informatio
u to the main
or the main
51
n enter the p
ddress befor
is customer).
plete
ed (appears if
m the projec
on, click the I
n screen whe
project selec
roject partic
re, select the
if you are usi
t description
nsert Projec
ere you can s
ction bar at t
culars as deta
e Previous Sit
ing the VAT s
n if it is left bl
ct button.
select the pr
the top of th
ailed below
tes button to
settings)
lank)
roject from
he screen.
o
Octobber 2012
8.0
8.01
To crea
fig 27
The fol
amoun
It is im
will pro
will bu
So read
Creating
Opening th
ate or updat
The
gre
Or
of t
llowing scree
nt of time in g
portant that
oduce (as ex
ild up your q
d on carefull
g a Quotat
he task scree
e a Quotatio
e newly ente
een plus sym
by selecting
the screen (i
en is used to
generating y
t you enter a
plained with
quotations an
y! We assur
tion
en
on or Invoice
ered project
mbol (item 2 f
the custome
tem A fig 27
build up you
your docume
ll of the task
hin this sectio
nd materials
re you it is re
Page 31 of
, select eithe
listed in the
fig 27)
er and then
7).
ur Quotation
entation.
k description
on). The tem
s lists extrem
eally simple o
51
er:
green Pendi
the project v
n or Invoice.
ns and their a
mplates are a
mely quickly if
once you und
ing Quotatio
via the proje
Used correc
associated m
mendable ea
f you enter t
derstand how
ons box by cl
ect selection
ctly it will sav
materials into
ach time the
the data corr
w it works.
icking the
bar at the to
ve you a hug
o templates y
ey are used a
rectly here.
op
e
you
and
Octobber 2012
8.02
The tas
1 Th
2 Th
3 Ta
4 Co
co
th
5. Ge
pr
as
da
th
Se
6. St
Th
as
an
kn
On
If
fig 28
The task sc
sk screen bu
he start date
he end date t
asktrack gene
omplete Allo
ompleted. Th
he customer
et Quotes bu
ricing. It will
s well. Turnin
ate is more t
han a week a
ection 11 for
tatus – To Qu
he status of t
s you go. The
n estimate. H
now the wor
n pressing th
the project i
creen
ilds up your
e the project
the project is
erated proje
ws you to clo
he project wi
decide to pr
utton sends y
also prompt
ng amber and
han a week
way. Once s
details on m
uote, Quoted
the project w
e project star
However you
ks are going
he Submit Inv
is paid in cas
quotations o
is due to com
s due to com
ect reference
ose the proje
ill remain in t
oceed some
your wholesa
t you when t
d noting ‘Sto
away, It will
tock has bee
materials.
d, Pending, In
will influence
rts as ‘To Qu
u must manu
to proceed o
voice button
sh, please sel
Page 32 of
or allows you
mmence (us
mplete by (us
e number (PR
ect if (for ins
tasktrack an
etime in the f
aler a reques
he project st
ock Required
change to R
en ordered, t
n Progress, S
e how the pr
ote’ and wil
ually change
or are being
n, the project
lect Paid Cas
51
u to amend e
ed by the dia
sed by the di
RO‐xxx)
stance) you d
d can be rev
future.
st for materi
tatus is chan
d’ if the stock
ed and note
this button w
Snagging, Inv
oject is treat
l automatica
the project t
undertaken
t will automa
sh before pre
existing tasks
ary).
ary and rem
decide the pr
verted to ope
als entered o
ged to pend
k has yet to b
‘Order Stock
will show gre
voiced, Paid C
ted. It is impo
lly change to
to in progres
.
atically move
essing the Su
s prior to inv
minders to inv
roject is not
en again at a
onto this pro
ing, to order
be ordered a
k’ if the start
een as ‘Stock
Cash.
ortant to cha
o ‘Quoted’ a
ss or pending
e into Invoic
ubmit Invoice
voicing.
voice work).
going to be
any time sho
oject for
r the materia
and the start
t date is less
Ordered’. Se
ange the sta
fter you prin
g when you
ed status.
e button.
uld
als
ee
tus
nt
Octobber 2012
8.02
The pri
(Drop D
A pre‐c
works,
The ex
as you
1. Sele
fig 29
2. Sele
fig 30
Entering da
inciple of the
Down box A
configured li
materials as
ample below
build your d
ect the categ
ect a job with
ata on the ta
e task screen
in fig 28) the
st of jobs yo
ssociated wit
w shows you
database.
gory of the w
hin your sele
ask screen to
n is to select
en a job from
u create will
th the works
a pre popula
works
ected categor
Page 33 of
o build up yo
a Category (
m the Select
l be listed tog
s, and a unit
ated databa
ry of work
51
ur quotation
(as set up in
Job (drop do
gether with
cost (supply
se. You will n
n
the SETUP>C
own box B in
a brief temp
and install f
need to add
CONFIGURAT
fig 28).
plate descript
for instance)
the items yo
TION area)
tion of the
.
ou want to u
se
Octobber 2012
3. Itemquo
task
by e
fig 3
4. Initi
popula
Then e
fig 32
ms displayed
otation. Item
k only. If mat
email via the
31
ially there w
ating your ow
enter a uniqu
d in box 1 (se
ms displayed i
terials are en
e material or
ill be no pre‐
wn templates
ue job templa
e 1 fig 31) sh
in box 2 (see
ntered into t
der button a
‐configured j
s you need t
ate name (ie
Page 34 of
how the desc
e 2 fig 31) are
this box, you
at the top of
jobs to choo
o click the N
e Socket Sock
51
cription of w
e materials o
r material re
this screen (
se from as th
EW button (
ket) for the t
works the cus
or notes that
equest can be
(see 3 fig 31)
hey are spec
(to the right o
emplate you
stomer will s
t are associat
e sent to you
).
cific to your n
of 1 in fig 31
u are creatin
ee on their
ted with this
ur wholesale
needs. To sta
1).
g.
s
er
art
Octobber 2012
5. The
selecte
their q
fig 33
6. The
be use
the quo
fig 34
7. The
When y
mode.
fig 35
n select the
ed in the dro
uotation/inv
n enter a list
d to email yo
otation (see
data entere
you have fin
Any new tem
key category
p down box.
voice (see fig
t of material
our wholesa
fig 34).
ed now appe
ished adding
mplates will
y for the item
. Then enter
g 33).
s (or notes if
ler for mater
ars as line 9
g new templ
appear in th
Page 35 of
m (Socket Ou
a brief desc
f there are n
rials. Once co
below and h
ates, click th
he associated
51
utlet obvious
ription of the
o materials)
omplete pre
has also been
he AUTO butt
d key categor
sly is Electric
e works that
associated w
ss the PLUS
n stored as a
ton to return
ry you select
cal), so Electr
t your custom
with this task
symbol to ad
a template fo
n the screen
ted (see fig 3
rical has bee
mer will see
k. This can la
dd the data t
or future use
to normal
35).
n
on
ater
to
e.
Octobber 2012
8. By s
use aga
fig 36
9. Rep
your te
Each n
comple
Any wo
record
Make a
edit th
fig 37
Howev
associa
typing
selecting the
ain. You can
peat this proc
emplates wh
ew item add
eted. The tot
orks added t
ed as an ext
any necessar
e entry, click
ver once the
ated prices fo
the same inf
e category an
of course ch
cess until yo
ich is slightly
ded will appe
tal is displaye
o the quotat
ra (denoted
ry amendme
k the minus s
templates h
or each elem
formation ov
nd then look
hange the tex
u have gene
y more time
ear as a new
ed in the bot
tion once it h
by the orang
ents to your p
symbol to de
ave been cre
ment of work
ver and over
Page 36 of
for ‘Socket O
xt here or th
rated your q
consuming t
line on the t
ttom right co
has becomes
ge extra box
project by se
elete the ent
eated, you w
ks. This will in
r again!
51
Outlet’ you r
he price with
quotation. In
than normal
task screen u
orner (plus a
s an ‘in progr
being ticked
electing the t
try or add a n
will have a ba
n the long te
ecall your ne
out affecting
itially you ar
.
until your ent
ny VAT due)
ress’ project
d). This can b
task row and
new entry as
ase of inform
rm save you
ewly created
g the templa
re going to b
tire quotatio
).
will automa
be un‐ticked
d clicking the
s usual.
mation to refe
u time and re
d template fo
ate (see fig 36
e building up
on has been
tically be
if required.
e plus symbo
er to with
epeatedly
or
6).
p
l to
Octobber 2012
10. Edi
To ame
To ame
fig 38
8.03
fig 39
ting a templ
end this tem
end a differe
Once you h
PRINT ESTI
Your proje
ate
plate, click t
ent template
have finished
MATE butto
ct will then b
he EDIT butt
, select the k
d building up
n or SUBMIT
be sent to th
Page 37 of
ton.
key category
p the project
T INVOICE bu
he payment s
51
y, then the ta
Quotation /
utton as app
screen (see s
ask, then sele
/ Invoice sim
ropriate (bot
section 10.0)
ect the EDIT
ply select th
ttom of fig 3
.
Button.
e
38).
Octobber 2012
9.0
9.01
fig 40
Tasktra
Invoice
Reprint
docum
Generat
Initially sel
Make any n
symbol to e
When you
‘Submit Inv
ack will auto
A feedback
A statemen
Your terms
es will autom
ted invoices
ment remindi
ing an Inv
ect the Cust
necessary am
edit the entr
are happy th
voice’ button
matically ge
k form (if you
nt of the acc
s and conditi
matically gene
which are O
ng the custo
voice
omer and th
mendments t
ry, click the m
hat all / any n
n to submit t
nerate an inv
u have enabl
ount (if ther
ons (if you h
erate a remi
Overdue will a
omer of your
Page 38 of
he Project to
to your proje
minus symbo
necessary am
the invoice to
voice compl
led this featu
re is more th
have enabled
ttance slip a
also indicate
terms (see f
51
get you to t
ect by select
ol to delete t
mendments
o the payme
ete with :
ure in SETUP
an one live t
d this featur
t the bottom
e in RED an O
fig 41).
he task scree
ing the task
he entry or a
have been m
nt screen (se
P>Configurat
ransaction o
e in SETUP>C
m of the docu
OVERDUE INV
en (fig 40).
row and clic
add a new e
made, click th
ee section 10
tions) fig 42
on this accou
Configuratio
ument (see f
VOICE notice
cking the plus
ntry as usua
he
0.0).
unt) fig 43
ons) fig 44
fig 41).
e within the
s
l.
Octobber 2012
fig 41
fig 43
Page 39 of
51
fig 42
fig 44
Octobber 2012
10.0
10.01
fig 45
Inserting
Initially sel
Then eithe
select ‘Invo
(top of the
OR Select ‘
project has
g a Payme
ect the Cust
er:
oicing and Pa
screen fig 4
‘Insert Paym
s been invoic
ent and Cl
omer and th
ayments’ fro
45)
ent’ button (
ced in place o
Page 40 of
osing a pr
he Project to
om the projec
(which will a
of the Print E
51
roject
get you to t
ct selection d
appear at the
Estimate But
he task scree
drop down b
e bottom of t
tton)
en (fig 45).
bar
the screen wwhen the
Octobber 2012
10.02
You ca
fig 46
When
O
Q
t
T
a
S
B
10.02
c
T
c
The payme
of any issu
To print off
customer i
n either:
Print off yo
Print off yo
Email your
Email your
Emails can
email whic
sending em
Once you ha
Quotation, In
the documen
The paymen
applicable).
Simply add h
BAX referenc
Where a cre
credit is due
The system w
credit which
ent screen re
ed invoices a
f your Quota
n.
our Quotatio
our Quotatio
r Quotation o
r Quotation o
n also have a
ch is sent.
mails, pleas
ave successfu
nvoice or Cre
nt).
t screen will
how you wer
ces for your
edit is associa
.
will automat
can be sent
cords all quo
and any cred
ation/Invoice
on or Invoice
on or Invoice
or Invoice w
or Invoice w
ttachments
se wait for t
ully sent an e
edit was sen
automatica
re paid in the
records here
ated with an
tically recogn
or printed in
Page 41 of
otations issu
dits received
e select the m
e with the Qu
e with the Qu
ith the Quan
ith the Quan
and comme
the program
email or prin
t (along with
lly calculate
e transaction
e). This infor
invoice sma
nise a credit
n the same m
51
ed by date a
that are ass
method you
uantities of a
uantities of a
ntities of all i
ntities of all i
nts sent to th
fig 47
m to compl
ted off a doc
h the date it
the balance
n notes (we s
mation will b
aller than itse
is required a
manner as an
and value as
ociated with
wish to send
all items liste
all items hidd
tems listed
tems hidden
he customer
ete its send
cument, the
was sent and
to be paid (l
suggest reco
be available
elf, the syste
and will alter
n invoice.
well as reco
h the project
d your docum
ed via local p
den via local
n
r in addition
d before co
system will
d the price a
less any CIS d
rding cheque
in the transa
em will inform
r the invoice
rding the val
.
ments to you
printers
printers
to the system
ntinuing.
record how t
associated w
due if
e numbers o
action report
m you that a
to become a
lue
ur
m
the
ith
or
ts.
a
a
Octobber 2012
10.03
fig 48
Emails sent
automatica
and comm
The PayPal
SETUP>Con
t to custome
ally populate
ents section
l service is on
nfiguration>
ers are sent i
ed with the e
’ prior to sen
nly available
PayPal Supp
Page 42 of
in the format
exception of
nding the em
e if you config
ort
51
t below (fig 4
any notes yo
mail.
gure the me
48). All elem
ou have adde
rchant accou
ments of this
ed in the ‘att
unt settings w
email are
tachments
within
Octobber 2012
10.04
Fig 49
fig 49
Printed Qu
1. Details t
2. Details t
3. Generate
4. Displays
5. Displays
is an exampl
uotations and
he Custome
he PRO num
es the date Q
the advert c
the total of
le of a Quota
d Quotations
rs Address
mber generat
Quotation N
configured in
all works ass
ation as sent
Page 43 of
s sent with e
ed by tasktra
umber
n SETUP>Con
sociate with
t by Email at
51
emails to cust
ack
nfiguration if
the Quotatio
tachment or
tomers are s
f you have ch
on
r as printable
sent in the fo
hosen to do s
e on local pri
ormat below
so
nters.
w.
Octobber 2012
10.05 O
r
Y
t
O
w
u
fig 50
10.06
Once you rec
red CLICK HE
You will be r
to the home
On closing th
will be archiv
unless you c
Once a pro
To restore
the purple
ceive all the
ERE TO CLOS
edirected ba
screen.
he project, th
ved for later
hoose to do
oject has bee
a closed pro
restore time
credit assoc
E THE PROJE
ack to the tas
he project w
reference. A
it yourself.
en closed, yo
oject, search
er symbol.
Page 44 of
ciated with a
ECT button a
sk screen wh
will now no lo
At no point is
ou cannot am
the project
51
project so th
ppears (see f
here the proj
onger appear
s any data th
mend the pro
using the clo
hat the balan
fig 50).
ject will close
r in the main
hat you enter
oject unless y
osed project
nce due beco
ed before yo
n screen of ta
r on to taskt
you restore it
search syste
omes zero, t
ou are return
ask track but
rack deleted
t.
em and choo
he
ned
t
d
se
Octobber 2012
11.0
Tasktra
on the
11.1
fig 51
To upd
Ordering
ack will gene
task screen
Simply sele
Review the
GET QUOT
project.
This button
The follow
ORDER
hasn’t
STOCK
within
STOCK
have th
date the orde
g Materia
erate a list of
(section 8.0)
ect a custom
e materials st
ES (in grey) i
n only appea
ing buttons a
R STOCK (in r
been ordere
K REQUIRED
the next we
K ORDERED (
he stock or y
er stock prog
ls
f all material
) and then ha
er and then
tatus button
indicates you
ars when the
appear when
red) indicate
ed yet.
(in Amber) in
ek.
in Green) ind
you don’t nee
gress, click th
Page 45 of
s required b
ave used to
a project.
n in the top r
u can get quo
e project is in
n the project
es the stock f
ndicates the
dicates the s
ed any stock
he button (in
51
uilt up from
build your q
ight corner o
otations for
n Quoted, To
t is Pending o
for this proje
stock for thi
stock has eith
k for these w
n whatever st
information
uotation.
of the task sc
any stock yo
Quote or In
or In Progres
ect is require
is project is r
her been ord
orks.
tatus it is in)
you enter in
creen.
ou may requi
voiced Statu
ss:
ed within 7 d
required soo
dered, you in
) to go to the
n the templa
ire for the
us.
ays and it
on but not
ndicated you
e stock scree
ates
n.
Octobber 2012
11.2
This screen
All items an
Any quanti
To send th
(these app
tasktrack)
Then selec
and click se
As long as y
screen of t
fig
On pressin
(See fig 53)
fig
n is the Stock
nd their qua
ity set at 0 w
is to the who
ear here aut
t whether yo
end mail.
you have en
he informati
52
g the Send M
)
53
k Screen and
ntities can b
will be omitte
olesaler, sele
tomatically fr
ou want them
tered an em
ion you have
Mail button,
Page 46 of
d as you can s
be altered if n
ed from the e
ect a wholes
rom the sup
m to send yo
mail address f
e sent to the
the button w
51
see it indicat
necessary.
email sent to
aler from the
pliers directo
ou a quotatio
for your chos
wholesaler.
will change t
tes the stock
o the wholes
e drop down
ory informat
on or you wis
sen supplier
o indicate th
k for this proj
saler.
n list below t
tion you ente
sh to order t
you will see
he email is se
ject .
he material
ered into
the materials
a confirmat
ending.
list
s
ion
Octobber 2012
11.3
11.4
The screen
fig 54
You will th
and indicat
This is your
Orders ord
with the da
fig 55
n will then ch
en return to
tes in the ma
r record on h
dered via a w
ate sent with
hange to that
the Stock Sc
aterials orde
how the item
wholesaler se
hin this box.
Page 47 of
t indicated in
creen and as
red box that
m was ordere
elected from
51
n fig 53 conf
s you can see
t they were ‘
ed (see fig 55
the dropdow
irming the m
e it indicates
ordered on e
5).
wn box will a
materials you
the stock fo
ebay’.
automatically
u have ordere
r this projec
y be recorde
ed.
t
ed
Octobber 2012
11.5
The image
ordering th
All elemen
the project
fig 56
below (fig 5
he materials.
ts within this
t reference n
6) is a copy o
. The examp
s email are a
number.
Page 48 of
of a typical e
le below is re
automatically
51
email sent to
equesting a
y completed
wholesalers
quotation.
including yo
s requesting
our account
a quotation
number and
or
Octobber 2012
12.0 Tasktrawhilst ynetwor 12.1
12.2
12.3
Using ta
ack runs as ayou are out rk on other c
To access Tthe compu
Then simpl(Replacing
Please notethe host coyou should
To access Ton port 81
You will nethis. Typica
ALLOW
You may ne
Unless youyou will als
This is becaTherefore be able to
For instanccomputer wthe interne
No‐ip.com address. Thto the free
Once you hport forwa
(for examp
asktrack r
a web serviceof the officecomputers.
Tasktrack frouter the softw
ly type: httpMYCOMPUT
e: your compomputer. Gend not need to
Tasktrack froto be forwa
eed to configally it will loo
WAN
eed to refer
u subscribe toso need to in
ause your intany incominuse a domai
ce, if you subwill send no‐et looking fo
offer a free his service is DNS service
have installerding on you
ple) http://p
remotely
e on your com, you can acc
om another cware is runni
://MYCOMPTERNAME wi
puter fire wanerally windoo take any fur
om the internrded to Port
gure your rouok something
Port 81 >
to your broa
o a static IP anstall a DNS s
ternet servicg traffic woun name inste
bscribe to no‐ip.com yourr you would
DNS service available via
e.
d the softwaur router, yo
lumber.no‐ip
Page 49 of
mputer. If yocess Tasktrac
computer oning from.
UTERNAME:ith your com
all may have ows automarther steps.
net you needt 81 on the IP
uters PORT Fg like
192.16
adband rout
address for yservice such
ce provider wuld become lead of a WA
o‐ip.com andr WAN IP addtype plumbe
and a small a www.no‐ip
are, setup you will simply
p.com:81
51
ou have a PCck over the i
n your own n
:81 into yourmputer name
to be configuatically config
d to configurP address of
FORWARDING
68.0.1 Port 8
er manual on
your internetas no‐ip.com
will change yost. By usingN IP address
setup a namdress when yer.no‐ip.com
free softwarp.com. Simpl
our domain ny be able to a
C that you cannternet or ac
etwork, note
r internet broor IP Addres
ured to allowgures this du
re your routeyour host co
G or VIRTUA
1
n how to do
t connectionm.
our IP addreg a service sus.
me such as plyou start youm to be sent t
re client to my download
name (ie plumaccess tasktr
n run duringcross your h
e the name o
owser ss).
w this traffic uring the inst
er to allow inomputer.
AL SERVER se
this.
n (which mos
ess from timeuch as no‐ip.
lumber.no‐ipur computerto your IP ad
monitor yourthe software
mber.no‐ip.crack online v
g office hoursome/office
or IP address
to pass out otallation of, s
ncoming traff
ttings to allo
st people don
e to time. com you wil
p.com your . Anyone on ddress.
r WAN IP e and subscr
com) and setia
s
s of
of so
fic
ow
n’t)
l
ribe
tup
Octobber 2012
13.0
You wi
This is
If you nthe Setdirectosimply
A copy
The insplease
Suppor
ll also note i
full of usefu
Browser Se
Install note
Printer Ma
View your
SSL certificinternet.
Enable or D
View the m
Mail test te
Restore Ta
Migrate yo
Tasktrack l
Uninstall tafrom the st
Uninstall tayou ever w
need to upgrttings and Mory for you torun the sam
y of this man
stall notes linensure you
rt
n your Progr
l links and te
etup to remo
es briefly cov
rgin adjustm
tasktrack lice
cation setup
Disable SSL w
manual from
ests your ma
sktrack back
our settings t
ink
asktrack licetandard licen
asktrack softwish to reinst
rade your coMigration Tooo transport ome tool to mig
ual is also av
nk contains ychange your
rams Menu t
esting tools if
ove browser
vers passwor
ment informa
ence
configures y
will start up t
here
ail settings an
k to the last k
tool
nce (for usernce)
tware. This wtall tasktrack
mputer and ol, which will onto your negrate the set
vailable from
your default r login details
Page 50 of
that you hav
f you experie
page banne
rds and simp
ation should
your secure H
the HTTPS se
nd sends you
known backu
rs who wish
will remove tk, all data wil
wish to tran generate alew machine.ttings onto y
m here.
login usernas.
51
ve a Tasktrac
ence any issu
rs from your
ple install tas
you need to
HTTPS key fo
ervice or turn
u a test mess
up
to upgrade t
tasktrack butl be restored
nsfer your tasl of your settOnce the neyour new ma
ame and pass
k directory (s
ues or need t
r printed doc
ks
amend you
r encrypted
n it off (off by
sage
their licence
t will store yod.
sktrack settintings, imagesew settings hchine – Simp
sword (as ind
(see fig 57).
to restore ta
cumentation
r margins
use of taskt
y default)
to the suppo
our settings
ngs to your ns and licencehave been traples!
dicated in se
asktrack.
rack over the
ort licence
so that shou
new PC, use e into one ansferred,
ection 4), so
e
uld
Octobber 2012
Task trprocesmouse
Unsurbox is
Need
If you button
Don’t time (n
rack has bess. If you are over it for
e what to efor.
more hel
have chosen in the top
have the sunote: you w
fig 57
en designede unsure wr more infor
enter in a te
lp?
en to have t right corne
upport packwould lose a
d to be as inhat to do, lormation on
xt box? Hov
he support er of the tas
kage? No prany remainin
Page 51 of
ntuitive as pook for a blthis item.
ver your mo
package yosktrack hom
roblem, young time left
51
possible andue question
ouse over it
ou can simpme screen an
u can upgradt on your ‘no
d to have ann mark butt
t for a brief
ply contact und then use
de to the suon‐support’
n easy workton and hov
overview o
us by clickine the ‘CONT
upport pack’ licence).
k flow ver your
of what the
ng the SETUTACT US’ lin
kage at any
P k.
